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Data Center

All articles tagged with #data center

technology4 hours ago•30 min saved

NVIDIA Posts Record 2026 Revenue Fueled by AI and Data Center Growth

NVIDIA reported record Q4 FY2026 revenue of $68.1B (GAAP EPS $1.76, non-GAAP $1.62) and full-year revenue of $215.9B, with Data Center quarterly revenue of $62.3B. Gross margins were 75.0% GAAP (75.2% non-GAAP) for the quarter and 71.1% (71.3% non-GAAP) for FY2026. The company also announced a Q1 FY2027 revenue outlook of $78.0B ±2% (excluding any China DC compute revenue) and will begin including stock-based compensation in non-GAAP. NVIDIA returned $41.1B to shareholders in FY2026 and unveiled major AI platform advances and partnerships aimed at accelerating enterprise AI adoption.

via NVIDIA Newsroom|

#ai #data-center #earnings

business1 day ago•5 min saved

Google data center in Minnesota to run on Xcel’s 1.9 GW clean-energy expansion

Xcel Energy will power Google's new Pine Island data center in Minnesota under an Electric Service Agreement that will add 1,900 MW of new clean energy—1,400 MW wind, 200 MW solar, and 300 MW long-duration storage—plus a 300 MW/100-hour Form Energy iron-air battery (about 30 GWh). Google will cover its service costs, and the package includes a $50 million Capacity*Connect investment; the Minnesota Public Utilities Commission will review the agreement. The move aims to support Minnesota’s economy and energy goals while keeping current customers’ bills stable.

via Xcel Energy Newsroom|

#business #clean-energy #data-center

business4 days ago•8 min saved

Nvidia's Five-Year Stock Outlook: Big AI Growth, Slower Gains Ahead

Nvidia’s AI-driven data-center growth supports strong near-term momentum, with its latest quarter showing rapid revenue expansion and AI demand remaining robust. But over five years, pricing power may erode as customers develop in-house chips and price competition intensifies, implying more normalized returns. A five-year forecast using 10–12% annual compounding suggests a stock price around $303–$331 from today's roughly $189, signaling solid but slower gains rather than another multi-year surge.

via The Motley Fool|

#ai #business #data-center

business5 days ago•5 min saved

Lenders Pause on $4B Lancaster AI Data Center as Blue Owl Fails to Secure Debt

Blue Owl Capital could not arrange debt financing for a $4 billion AI-focused data center in Lancaster, PA co-developed with CoreWeave, with lenders citing CoreWeave’s below-investment-grade credit (B+). Blue Owl has about $500 million in bridge financing due by March 2026; if new debt isn’t secured, the project could face substantial construction costs despite Blue Owl’s assertion that the development is fully funded and on track. The financing hiccup highlights the rising risk in funding hyperscale AI infrastructure.

via Business Insider|

#ai #blue-owl-capital #business

business6 days ago•78 min saved

Tata lands OpenAI as customer to fuel data-center expansion

Tata Group has signed OpenAI as a customer for its data-center business, signaling a strategic push to grow its data-center and cloud infrastructure to support AI workloads and services.

via Yahoo Finance|

#business #cloud-infrastructure #data-center

technology6 days ago•23 min saved

Nvidia-Meta deal accelerates Arm push in data centers, challenging Intel

Nvidia will deploy its Arm-based Grace CPUs in Meta’s data centers, signaling a broader shift toward Arm in the data-center market and putting pressure on Intel, with analysts predicting more Arm-based and custom-silicon deals in the near term.

via MarketWatch|

#arm #data-center #intel

markets7 days ago•5 min saved

AMD’s AI-Fueled Data Center Boom Stokes Bull Case Amid Selloff

AMD delivered a record 2025 data-center quarter driven by EPYC and Instinct GPUs, with broad strength across gaming and client segments; while Q1 guidance was seen as a temporary ceiling, management signaled a strong second half as new MI350 and Venice CPUs ship, supporting a bullish view as 2026–27 earnings rise and the stock remains attractively valued for an AI compute leader.

via TipRanks|

#ai #amd #data-center

business8 days ago•16 min saved

Nvidia Eyes Strong Q4 Print as Analysts See Big AI-Driven Upside

Nvidia (NVDA) is set to report its fiscal Q4 next week amid expectations for strong AI-driven demand; while the stock has lagged peers, analysts like Susquehanna’s Christopher Rolland see potential upside on a solid readout and higher data-center revenue targets, raising CY25–26 DC revenue forecast to about $490B and a $250 price target (~38% upside). Wall Street’s consensus target sits near $260, indicating roughly 40% upside over the next year, with upside possible if China shipments resume and AI capex remains robust.

via TipRanks|

#business #data-center #earnings

business19 days ago•4 min saved

Big Tech bets record AI-driven capex for 2026 across Amazon, Alphabet, Meta and Microsoft

Big Tech unveils a record AI-driven capex surge for 2026, with Amazon planning about $200B, Alphabet $175–185B, Meta $115–135B, and Microsoft around $97–98B; investors reacted with stock declines for Amazon, Alphabet, and Meta, while Microsoft posted a modest gain, as analysts warn the ROI on massive infrastructure spending will be key and AI initiatives like Google's Gemini backlogs support the spending rationale.

via Business Insider|

#ai #amazon #business

technology20 days ago•2 min saved

AMD Bets on AI Surge as Guidance Falls Short

AMD topped Q4 estimates but guided Q1 revenue at about $9.8 billion (±$300 million), a softer outlook that pressured shares, even as CEO Lisa Su said AI demand is accelerating and data-center demand is ramping; the company expects an inflection in the second half with the Helios AI system launch.

via CNBC|

#ai #amd #data-center

business20 days ago•18 min saved

AMD slips despite AI-driven China sales bump and solid guidance

AMD beat Q4 estimates on earnings and revenue and guided Q1 above consensus, buoyed by about $390 million in MI308 chip sales to China that fed AI demand. But the company offered no major new customer wins, and higher operating expenses offset better margins, leaving investors unsure when operating leverage will improve as next-gen chips like MI450/Helios ramp later this year.

via Sherwood News|

#ai #amd #business

technology22 days ago•3 min saved

AMD beats Q4 on AI-driven data center gains, but shares dip after hours

AMD topped Q4 estimates with adjusted earnings of $1.53 per share and issued strong Q1 guidance of $9.5-$10.1 billion with a 55% gross margin, driven by a 39% Data Center rise from AI accelerators and a 50% jump in Gaming GPUs, but shares fell about 4% in after-hours trading amid concerns about decelerating revenue growth.

via Seeking Alpha|

#ai-accelerators #amd #data-center

business22 days ago•40 min saved

AMD rides AI demand to record 2025, signals momentum for 2026

AMD posted Q4 2025 revenue of $10.27B with GAAP gross margin 54% (57% non-GAAP) and GAAP operating income of $1.75B (non-GAAP $2.85B); Q4 diluted EPS was $0.92 (non-GAAP $1.53). For the full year 2025, revenue reached $34.64B with GAAP gross margin 50% (52% non-GAAP) and net income of $4.34B (non-GAAP $6.83B) and EPS of $2.65 (non-GAAP $4.17). The company highlighted strong data-center demand driven by EPYC CPUs and Instinct GPUs, raised its outlook for Q1 2026 to about $9.8B in revenue with ~55% non-GAAP gross margin, and noted one-time items related to export controls on MI308 inventory and some China sales; it cited record operating income, free cash flow and growth across its AI-enabled product portfolio.

via AMD|

#ai #amd #business

business22 days ago•16 min saved

SMCI Q2 Preview: AI Demand Boosts Revenue, Margin Pressure in Focus

Super Micro Computer is set to report Q2 FY26 after the close, with consensus EPS around $0.49 on roughly $10.4 billion in revenue as AI-driven demand supports its data-center servers; however, margins are seen at risk from competitive bidding and higher costs. Analysts are mixed, with a Hold consensus and an average target near $44, while options imply about a 12% post-earnings move.

via TipRanks|

#ai #business #data-center

market-news22 days ago•13 min saved

AMD Surges Ahead of Q4 as AI Demand Lifts Data-Center Gear

AMD stock climbed about 4.5% on Monday ahead of its Q4 2025 earnings report, buoyed by strong AI demand that boosts data-center components like the EPYC CPUs and AI GPUs (Radeon AI PRO, MI400/MI500). Analysts expect adjusted EPS of $1.32 on $9.67 billion in revenue, with AMD historically beating estimates in recent quarters. The stock is up roughly 15.5% year-to-date and about 107% over the past year. The consensus view is Strong Buy with an average target near $286.66, implying around 16% upside.

via TipRanks|

#ai #amd #data-center